There are two ways to initiate a conference call from your
desktop app:

Adding participants to a call.

To make a conference during a call:
1. While you are on a call with the first participant, make an outgoing call to a person you want to add to the conference. Thus, putting the first participant on hold.
After you’ve successfully connected with the second participant:
2. Click on the Merge button at Active Line or Pop-up window.

Your two active lines will merge into one.
 

Audio & video calls in group chats

In order to organize a conference with predefined lists of participants, you need to: 
1. Create a group and add participants from the list of users.

2. Open a group chat you've created and click on the “Phone” icon in the top right corner.

Outgoing Call

You can make an outgoing call from the desktop app in several ways.

Incoming Call

When you have an incoming call

Option 1:

1. Right-click on a contact, chat or call record in any tab.
2. Select Dial from the drop-down menu to make an audio call.

An Active Lines panel will appear under the Search Bar

Click on the green icon to answer a call or the red icon to drop it. 

Option 2:

1. Left-click on a contact, chat or call record to open a chat.
2. Click on the "Phone" icon to initiate an audio call, or click on the"Video" icon to initiate video (available only for users).

If you have an open chat with a caller during an incoming call, a Call panel will appear at the top of the Chat Panel.  The call panel has the following buttons:

Option 3:

1. Enter a contact's name or a phone number in the "Search Bar."
2. Press Enter or click the "Phone" icon to initiate an audio call.

Option 4:

Open the dial pad by clicking on the dial pad icon above the search bar, enter the name or the number in the top search bar, and click the phone icon to dial.

If you have other applications on top of you screen when receiving an incoming call, you can handle an incoming call with the help of a notification window that will automatically pop-up.  You can select the look of the notification window in settings. 

During a Call

You can transfer a call, put it on hold, create a conference and more using the Call panel, Active lines panes and the pop-up window.

Put A call on hold

Click the pause icon in the call panel or in the pop-up window or click the ellipse icon in the active lines panel and choose hold from the dropdown menu.

To resume a call from hold, click the same icon again to resume.

Turn personal call recording on/off*

To turn the call recording on or off during a call click the "Recording" icon  or the “Ellipse” icon on an active line and select recording from the dropdown menu.

How to send DTMF (Dual Tone Multi-Frequency) - Signals

Click the dial pad icon on the call panel or a pop-up window to openthe dial pad.  the dial pad can be used to send DTMF signals.

The dial pad from the search bar are doesn't transmit DTMF signals necessary to use transmit information.

* Call recording must be enabled. Please confirm with your representative.

Your desktop app allows you to add additional notes to each call. You can add a call purpose and add comments with the details of your conversations.

This feature helps you to note down essential parts of information during long conversations and have a better track of your communication history with customers.

To add notes during a call, click on the “Notes” icon to open the Call Info panel. You can add a new subject manually or choose an existing subject from a drop-down list.

Use the comment text area to add comments to a call.

Open your conversation history with a contact. You can do that by switching to the "Calls" tab and selecting a contact from the list of your calls.

Tap on a "View details" link of a call you’d like to add details to.

Using the desktop app, you can send a text message to a colleague directly via "Personal" chat or to a group of colleagues using a "Group" chat.
 

The "Chats" tab is where all of your chat conversations, all the messages you've sent and received, are displayed. 

It is also where you can create a new "Personal", "Group" or "SMS" chat.

Creating a chat / sending SMS*

To create a chat or send an SMS:

1. Click on the Plus icon on the right side of the tab name
2. Choose new message from the dropdown menu.
3. The New message modal opens enabling you type in a name or phone number or to search for a user or your personal contacts.

* Please check the availability of this feature with your PBX Administrator.

Plus Button

Choose Create Group from the drop-down menu. 

In a New Group window enter the name of a group chat and choose participants the you want to add to a group chat.  

Click on Admin if you'd like to give a user admin rights.  The highlighted label means aa user has admin privileges.

Click on the Create group button.

Only administrators and the ones who created the group can add or remove participants.

To add/remove a participant:

1. Open a Chat Details panel by clicking on the Info panel icon at the top right corner of a chat panel.

2. Click on the Add Participant icon.

Info Panel Icon

Add Participant Icon

3. Click on users to add or the remove icon next to their names to remove  them from a group chat.

4. Click on the Save button.

Remove Icon

To assign a Chat Admin:

1. Open a Chat Details panel by clicking on the Info Panel icon at the top right corner of a chat panel.

2. Click on the Eclipse icon next to the participant you want to make a chat admin.

3. Select Administrator from the drop-down menu to assign or remove admin privileges.

Info Panel Icon

Eclipse/More Icon

You can search for information in chat using various filters:

1. Click on the Desktop Menu icon near the username or chat name.
2. Select Search from the drop-down menu.

3. In the Search area type a keyword to search for a message.

You Can Filter Results by:

You can jump to the timestamp of the searched result by clicking on the Desktop Menu icon and selecting Go To in the drop-down menu.

Desktop Menu Icon

To remove a message:

1. Click on the Desktop Menu icon near the message you want to delete.
2. Select Delete from the drop-down menu.

To remove chat history or a chat itself:

1. Click on the Desktop Menu icon near the username or chat name.
2. Select Delete chat or Delete messages from the drop-down menu.

Desktop Menu Icon

The speed dial list can contain phone numbers for a one-click call and indicators showing states of various features of your phone system.

3. In an Add Number window select which contact or user you would like to add to the list by clicking on it.

or

4. Enter a new phone number in the search field and click on the New number item below to add it to the speed dial.

To enable voicemail:

1. Go to the Menu tab.
2. Select Settings.
3. In the Call settings tab toggle the Voicemail switch ON.

To record a voicemail greeting:

1. Click on the Mic icon.

2. In the opened window click on the Start Recording button to start and stop recording after you finish.

3. Click on the Send Icon to save the recorded greeting. If If the greeting isn’t recorded, an automated message will be prompted to a caller: “The following number *your extension number* is currently not available. Please call again or leave a message after a signal.”

If the Voicemail feature is turned on, your voicemail messages will be displayed in the personal chat with a user who called, like this:

Mic Icon

Start Recording Button

Send Icon

To playback a call recording:

1. Open your conversation history with a contact.
2. Find the call you would like to listen to and press the “Play" icon.

To download a call recording:

1. Open your conversation history with a contact.
2. Find a call a recording of which you would like to download to and press the
View details link.
3. Click on the icon to save this call’s recording to your computer.

* Please check the availability of this feature with
your PBX Administrator.